Reassign all record in Dynamics 365

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Posted on by Community Member Microsoft Employee

Hello,

We are planning to reassign all the records owned by the users who are no more associated with the team. We would assign the records using admin account. We know there will be complication when the records are assigned to a third user where processes will get deactivated. What we are not sure is if there will be any issue if the admin user assign the records to themselves. Can someone confirm if there will be any issues.

Thank you

Harsha

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Community Member Microsoft Employee on at

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RE: Reassign all record in Dynamics 365

Hi Partner,

Please click Yes under "Did this answer your question?" to close this thread if the answer is helpful.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Community Member Microsoft Employee on at

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RE: Reassign all record in Dynamics 365

Hi partner,

It needs to be analyzed on a case-by-case basis.

For business rule:

As long as you meet the conditions, the business rule will work though you has changed the owner.

For workflow:

You need check the scope of the workflow:

In Dynamics 365, scoping acts just like security access levels granted to users and it works by allowing constraints on the records to be affected by the process. Simply put, workflow scope defines the level of records that a workflow can have an effect on.

(1) User

Choosing this scope means the workflow will run only on the records owned by the same user as the workflow user.

(2) Business Unit

This means the workflow will run on all records owned by the users of the same business unit as the workflow user.

(3) Parent: Child Business Unit

With this, the workflow will run on the records owned by the users of the same business unit as the workflow user as well as any child business units.

(4) Organization

The workflow will run on records owned by any user in CRM. Since it will trigger for all records, organization scope is the most used scope option.

Regards,

Leah Ju

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RE: Reassign all record in Dynamics 365

When we assign the records to a third user, not ourselves, the process may deactivate Workflows and Business Rules.

We are concerned if there are any issues when we login as admin user and assign record to ourselves.
Community Member Microsoft Employee on at

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RE: Reassign all record in Dynamics 365

Hi partner，

As you mentioned, “when the records are assigned to a third user where processes will get deactivated”.

Can you tell me what process can be affected, workflow or flow or other process?

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.